Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGALX (SALIENT ADAPTIVE BALANCED FUND INVESTOR CLASS) | NA | 6.01% | 1.25% | 1.27% | 1.86% | 3.58% | NA | … | … |
Data as of 08/13/2018, Common starting date is 03/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGALX (SALIENT ADAPTIVE BALANCED FUND INVESTOR CLASS) | 03/27/2001 | 08/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.01 | 1.25 | 1.27 | 1.86 | 3.58 | NA | … | … | -1.09 | 13.90 | -1.23 | -8.15 | 0.57 | 9.77 | 11.29 | -5.82 | 10.18 | 23.43 | -35.31 | 4.70 | 13.77 | 7.12 | 11.81 | 26.23 | -17.00 | -4.12 |
| Sharpe Ratio | NA | 0.66 | 0.09 | 0.12 | 0.12 | NA | NA | … | … | -0.38 | 1.76 | -0.19 | -0.91 | 0.09 | 1.24 | 1.38 | -0.33 | 0.72 | 1.15 | -1.25 | 0.11 | 1.15 | 0.66 | 1.24 | 2.07 | -1.04 | -0.53 |
| Standard Deviation(%) | NA | 8.86 | 8.19 | 7.67 | 14.20 | NA | NA | … | … | 7.92 | 7.56 | 7.50 | 9.03 | 6.35 | 7.84 | 8.21 | 17.58 | 14.03 | 20.24 | 29.00 | 14.99 | 9.12 | 7.51 | 8.76 | 12.32 | 17.48 | 14.25 |
| Draw Down(%) | NA | 8.99 | 13.67 | 19.65 | 39.94 | NA | NA | … | … | 8.99 | 3.60 | 7.38 | 12.76 | 8.30 | 9.29 | 8.84 | 20.02 | 12.72 | 21.13 | 44.59 | 11.72 | 9.11 | 5.38 | 6.54 | 11.50 | 25.84 | 21.85 |
| Yield(%) | 0.00 | 6.18 | 3.85 | 3.73 | 3.58 | 3.64 | 2.42 | … | … | 1.62 | 5.54 | 4.81 | 2.36 | 4.27 | 3.03 | 3.07 | 6.17 | 4.97 | 2.63 | 3.09 | 2.11 | 0.87 | 0.82 | 0.41 | 0.00 | 0.00 | 0.78 |
Data as of 08/13/2018, Common starting date is 03/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGALX (SALIENT ADAPTIVE BALANCED FUND INVESTOR CLASS) |
-13.87%
Feb 2006 – Feb 2009 |
-5.11%
Feb 2004 – Feb 2009 |
-0.59%
May 2007 – May 2017 |
1.50%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGALX (SALIENT ADAPTIVE BALANCED FUND INVESTOR CLASS) |
18.20%
Mar 2003 – Mar 2006 |
14.32%
Sep 2002 – Sep 2007 |
6.26%
Mar 2003 – Mar 2013 |
4.77%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart